"Helping People Make Smart Choices about Life and Money Since 1986"
Our Advisory Board
We have formed a Board of Advisors This board is not complete yet. It will consist of about ten or twelve clients, and their spouses, if they are married. The board is being selected using both quantitative and qualitative criteria. To date, four clients have joined the board.
The purpose of the board will be to participate inregular dialog concerning marketing, servicing, and systems ideas. The input already has been outstanding.
One of our visions is to become a one-hundred percent referral based practice. A great deal of time and money has been invested since 1986 building an excellent group of clients. What we would like to do, going forward, is spend our time and resources providing stellar service to existing clients—not on personally marketing for new clients. Everybody wins when that new paradigm is fully in place! An “Ideal Client Profile” has been developed which describes the kind of person with whom we can do our best work.
Be sure and look at this section regularly for new information about the Board of Advisors. Additional information will appear periodically in our monthly newsletter. If you would like to receive our newsletter via email, please go "Contact Us" and ask us to add your name to our distribution list.